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United Planners
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Team
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Michael A. Baker
President, CEO and General Partner
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Aaron Spradlin
Chief Information Officer
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Amy Rusch
Assistant VP, Investment Advisory Services
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Billy Oliverio
EVP, CMO and General Partner
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Boyd Taylor
Assistant VP, Annuities/Insurance/Mutual Fund Services
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Chad Shindel
Vice President, Compensation & Chief Financial Officer
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Chad Shindel
VP, Compensation, CFO and General Partner
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Dave Hauer
Vice President, Compliance & Chief Compliance Officer
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Eric Craig
Assistant VP, Alternative Investments
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Jimi Smith
Vice President, Supervision
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Mike Goyarts
Assistant VP, Practice Management Services
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Rose Tipton
Vice President, Operations and Trading
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Scott O'Keeffe
Assistant VP, Partner Development
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Sheila J. Cuffari-Agasi
EVP and General Partner
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Thane Walton
Assistant VP, Retirement Plan Services
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